Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Newbould is an investment advisor representative with Cary Street Partners and has been in the industry since 1994. William George Newbould has a Series 63, Series 65, Series 7 and SIE licenses and is a Certified Financial Planner. William George Newbould is registered in 23 states and provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. William George Newbould was previously employed with RIVERSTONE WEALTH MANAGEMENT, INC. and BLUEBONNET SECURITIES, INC. William George Newbould is also the President & Treasurer of Barton Hilltop Homeowners Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
1
2
TX
12/06/2013 - Present
Cary Street Partners (AUSTIN TX)
TX
03/27/1996 - 12/09/2013
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
NA
07/17/1995 - 03/27/1996
BLUEBONNET SECURITIES, INC.
IA
02/24/1994 - 07/25/1995
DICKINSON & CO. (DES MOINES IA)
IA
Issued 02/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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